Dashboard and navigation
Use the corporate dashboard
Use the corporate dashboard in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goAdmin area → Dashboard
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for use the corporate dashboard, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Admin area → Dashboard in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Dashboard date range, Widget, Filter, Team or staff scope.
- Work through Use the corporate dashboard using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Dashboard date range
Widget
Filter
Team or staff scope
Checks before you finish
- Check date ranges and filters before trusting totals.
- Clear temporary filters when results look incomplete.
- Confirm workspace and staff context before acting.
- Use record history when checking what changed.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.